The screener
Filter the stocks we cover by fundamentals, price behaviour and our call. What the universe is and what a screen cannot tell you.
1 min read
Open the screenerOn this page4 sections
The screener filters the universe of US stocks we cover down to the ones that match the conditions you set. It also holds the ready-made screens and the sector heat map.
The universe
A screen runs over the stocks we keep fundamentals and prices for, which is several hundred US-listed companies, not every listed stock. The page shows how many names were screened. A company missing from a result may simply be outside our coverage.
Kinds of filter
| Group | Examples |
|---|---|
| Size and sector | Market cap, sector |
| Valuation | P/E, price to sales, price to free cash flow |
| Quality and growth | Margins, return on capital, revenue growth |
| Price behaviour | Day change, distance from the 52-week high, trend |
| Our call (Pro) | Add, hold or trim, and whether the price is inside its add zone |
None of this refreshes at a time we can promise yet. The page shows when its data was last fetched, and fundamentals are as of each company's last reported quarter.
Saved screens
Save a set of filters to run it again later. A saved screen stores the conditions, not the results, so it runs on the data we hold when you open it. Free keeps two saved screens. Pro has no plan limit.
What a screen cannot tell you
- It finds stocks that match numbers. It does not know why a stock is cheap. A low P/E is often a company whose earnings are about to fall.
- Fundamentals are as of the last reported quarter. Two stocks on the same row can be three months apart in how fresh their figures are.
- Results depend on the universe. A screen for the cheapest stocks we cover is not a screen for the cheapest stocks.
Read next
- Themes and idea basketsA theme is a thesis and a list of stocks that fit it, with the reason for each line. How to read one without treating it as a recommendation.
- Comparing stocksPut two to four stocks side by side on the same measures, and know which differences mean something.
- What a backtest can and cannot tell youA backtest applies fixed rules to past prices. It is good at ruling ideas out and bad at promising anything. How to read ours.
Something here wrong or unclear? Tell us. Informational only, not investment advice.